About us

I am a Financial Adviser within a Partner Practice which is an appointed representative of St James's Place Wealth management, a FTSE 100 company and provide financial advice to personal & business clients with regards to Investments, Pension planning and other financial services needs. We have an office in St Asaph to conduct client meetings, and serve individuals and businesses across Mid and North Wales. \n\nAdvice Area's - \n\n- Investments\n- ISA's\n- Wealth Management\n- Pensions\n- Mortgages\n- Life Assurance\n- Business Protection\n\nIn the recent light of the big banks making their financial advice wings redundant, you may find yourself in the worrying situation of investments with the bank and no adviser to guide you through the stormy waters given the recent Brexit vote to name but one.\n\nThe advice available can range from straight forward life insurance for the family and to financially protect your loved ones or to cover the mortgage debt, to more complex needs such as pension or investment and wealth management planning whether it be on a personal or business basis. \n\nComplex estate planning is also available such as trusts, wills or inheritance tax mitigation. Many other needs can be met, such as arranging your mortgage or considering a re-mortgage to lower payments or release funds.\n\nThe initial consultation is free and there's no obligation. Even if it's just an initial review....perhaps you have only ever bought bank products and now they don't even look after you ! There's a whole other world out there where your adviser can work for you and not dance to the tune of the bank or insurance company, give me a call, you may be pleasantly surprised .\n